Public House has built a system to facilitate email and SMS reminders for the various deadlines in the application process.
Each Reminder has two customizable email templates: a pre-due date reminder and a past-due date reminder. These can be found in Program Configuration: Communication Templates.
Reminders are fully automated. When reminders are sent, a history record is automatically saved on the associated record identifying the date and time the reminder was sent.
Notifications are only sent for Service Files with Status = Application in Process. The reminder job process executes at approximately 9 am for most clients.
Screening Form / Intake Update Reminder (Prospects)
Requests Prospects periodically update their Screening Form (Intake Record).
- Criteria: Campaign Member Status = Prospect
- Due Date: Most Recent Update + Campaign Intake Expiration Period
- Before Due Date Schedule: 9, 6, 3 months; 3, 2 weeks; 7, 4, 1 days before
- After Due Date: 1 day after → Campaign Member Status = Ineligible
Application Invitation Reminder
Reminder to start application after being invited. Both Applicant and Co-applicant receive email and SMS.
- Criteria: Service File Application Status = Invited
- Due Date: Service File Application Due
- Before Due Date Schedule: 3, 2, 1 weeks; 4, 1 days before
- After Due Date: 1 day after → Campaign Member Status = Ineligible (Optional); Application Status = Declined (Optional)
Application Due Date Reminder
Reminder to complete application before deadline.
- Criteria: Service File Application Status = Incomplete
- Due Date: Service File Application Due
- Before Due Date Schedule: 2, 1 weeks; 4, 1 days before
- After Due Date: 1 day after → Campaign Member Status = Ineligible (Optional); Application Status = Declined (Optional)
Application Required Document Corrections Reminder
Reminder to submit document corrections.
- Criteria: Service File Application Status = Document Corrections
- Due Date: Service File Document Corrections Due
- Before Due Date Schedule: 7, 4, 1 days before
- After Due Date: 1 day after → Campaign Member Status = Ineligible; Application Status = Declined
Recertification / Occupancy Certification Reminder
Reminder to submit recertification. See the full reminder schedule in the WordPress support site for complete details on criteria, schedules, and expiration actions for all reminder types.